Daniel L. Goodwin’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.8M | Hold |
22,000
| – | – | 0.87% | 18 |
|
|
2023
Q2 | $1.88M | Hold |
22,000
| – | – | 0.9% | 17 |
|
|
2023
Q1 | $1.93M | Hold |
22,000
| – | – | 0.98% | 15 |
|
|
2022
Q4 | $1.87M | Hold |
22,000
| – | – | 0.95% | 15 |
|
|
2022
Q3 | $1.74M | Hold |
22,000
| – | – | 1% | 18 |
|
|
2022
Q2 | $1.67M | Hold |
22,000
| – | – | 0.92% | 19 |
|
|
2022
Q1 | $1.92M | Hold |
22,000
| – | – | 0.83% | 20 |
|
|
2021
Q4 | $2.16M | Hold |
22,000
| – | – | 0.95% | 18 |
|
|
2021
Q3 | $2.14M | Hold |
22,000
| – | – | 0.99% | 17 |
|
|
2021
Q2 | $2.02M | Hold |
22,000
| – | – | 0.96% | 19 |
|
|
2021
Q1 | $1.71M | Hold |
22,000
| – | – | 0.89% | 22 |
|
|
2020
Q4 | $1.51M | Hold |
22,000
| – | – | 0.89% | 22 |
|
|
2020
Q3 | $1.06M | Hold |
22,000
| – | – | 0.75% | 28 |
|
|
2020
Q2 | $1.06M | Hold |
22,000
| – | – | 0.67% | 29 |
|
|
2020
Q1 | $748K | Hold |
22,000
| – | – | 0.6% | 35 |
|
|
2019
Q4 | $1.13M | Hold |
22,000
| – | – | 0.49% | 28 |
|
|
2019
Q3 | $938K | Hold |
22,000
| – | – | 0.43% | 33 |
|
|
2019
Q2 | $964K | Hold |
22,000
| – | – | 0.44% | 34 |
|
|
2019
Q1 | $928K | Hold |
22,000
| – | – | 0.43% | 34 |
|
|
2018
Q4 | $872K | Hold |
22,000
| – | – | 0.46% | 31 |
|
|
2018
Q3 | $1.02M | Hold |
22,000
| – | – | 0.49% | 30 |
|
|
2018
Q2 | $1.04M | Hold |
22,000
| – | – | 0.48% | 26 |
|
|
2018
Q1 | $1.19M | Hold |
22,000
| – | – | 0.58% | 20 |
|
|
2017
Q4 | $1.15M | Hold |
22,000
| – | – | 0.5% | 24 |
|
|
2017
Q3 | $1.06M | Hold |
22,000
| – | – | 0.47% | 26 |
|
|
2017
Q2 | $980K | Hold |
22,000
| – | – | 0.44% | 32 |
|
|
2017
Q1 | $942K | Hold |
22,000
| – | – | 0.39% | 32 |
|
|
2016
Q4 | $930K | Hold |
22,000
| – | – | 0.37% | 32 |
|
|
2016
Q3 | $705K | Hold |
22,000
| – | – | 0.25% | 44 |
|
|
2016
Q2 | $572K | Hold |
22,000
| – | – | 0.19% | 50 |
|
|
2016
Q1 | $550K | Hold |
22,000
| – | – | 0.13% | 53 |
|
|
2015
Q4 | $700K | Hold |
22,000
| – | – | 0.17% | 44 |
|
|
2015
Q3 | $693K | Hold |
22,000
| – | – | 0.19% | 41 |
|
|
2015
Q2 | $853K | Hold |
22,000
| – | – | 0.22% | 31 |
|
|
2015
Q1 | $785K | Hold |
22,000
| – | – | 0.17% | 46 |
|
|
2014
Q4 | $854K | Hold |
22,000
| – | – | 0.15% | 49 |
|
|
2014
Q3 | $761K | Hold |
22,000
| – | – | 0.17% | 46 |
|
|
2014
Q2 | $711K | Hold |
22,000
| – | – | 0.13% | 51 |
|
|
2014
Q1 | $686K | Hold |
22,000
| – | – | 0.12% | 54 |
|
|
2013
Q4 | $690K | Hold |
22,000
| – | – | 0.13% | 54 |
|
|
2013
Q3 | $593K | Hold |
22,000
| – | – | 0.12% | 63 |
|
|
2013
Q2 | $537K | Buy |
+22,000
| New | +$522K | 0.1% | 63 |
|
Other funds holding MS
Daniel L. Goodwin's MS Position: Q3 2023 in Review
Daniel L. Goodwin held its Morgan Stanley (MS) position steady in Q3 2023 at 22,000 shares worth $1.8M. The position accounts for 0.87% of the portfolio, ranked #18.
Daniel L. Goodwin first reported a position in MS in Q2 2013 and has held it in 42 quarters since. The position peaked at $2.16M in Q4 2021. 1,663 funds tracked by Wall St. Rank hold MS as of Q3 2023.
- Daniel L. Goodwin held 22,000 shares of Morgan Stanley worth $1.8M as of Q3 2023.
- Daniel L. Goodwin left its Morgan Stanley share count unchanged in Q3 2023.
- Morgan Stanley made up 0.87% of Daniel L. Goodwin's portfolio in Q3 2023, its #18 holding.
- Daniel L. Goodwin first reported a position in Morgan Stanley in Q2 2013 and has held it in 42 quarters since.
- Daniel L. Goodwin's Morgan Stanley position peaked at $2.16M in Q4 2021.
- 1,663 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2023.
Based on Daniel L. Goodwin's 13F filing for Q3 2023, filed 24 Oct 2023.